Coaching Call with Candice, Kione and Cath - October 03

Meeting Purpose
Key Takeaways
Topics
Wellbeing Week Event
Debt Collection Strategy
Website and Branding Update
Staff Management
Next Steps
  1. Delegate 10 easy-to-chase debtors to Isabel with 25% commission
  2. Prepare for transition of Julia's role to commission-based model
  3. Contact Cheryl to start website development process 
  4. Develop strategy for increasing Google reviews (target: 5 per review, £50 bonus at 10 reviews)
  5. Take photos during upcoming wellbeing week for marketing materials
  6. Have Isabel upload current blogs to the website to maintain activity
Action Items
  • Respond to 1-star Google review. Explain situation professionally. Highlight extended service.  - WATCH (5 secs)
  • Select 10 old debt cases (90+ days). Give to Isabel. Offer 25% commission on collections.  - WATCH (5 secs)
  • Take photos during launch week (Oct 6-10). Document taster sessions/new clients.  - WATCH (5 secs)
  • Contact Cheryl (London Web Girl). Discuss website redesign project. Get timeline/quote.  - WATCH (5 secs)

CS
Coaching Call Summary and Action Items
Cath Spencer-Smith
Oct 3rd, 5:33pm UTC

Coaching Call with Candice, Kione and Cath - October 03

Meeting Purpose
Key Takeaways
Topics
Wellbeing Week Event
Debt Collection Strategy
Website and Branding Update
Staff Management
Next Steps
  1. Delegate 10 easy-to-chase debtors to Isabel with 25% commission
  2. Prepare for transition of Julia's role to commission-based model
  3. Contact Cheryl to start website development process 
  4. Develop strategy for increasing Google reviews (target: 5 per review, £50 bonus at 10 reviews)
  5. Take photos during upcoming wellbeing week for marketing materials
  6. Have Isabel upload current blogs to the website to maintain activity
Action Items
  • Respond to 1-star Google review. Explain situation professionally. Highlight extended service.  - WATCH (5 secs)
  • Select 10 old debt cases (90+ days). Give to Isabel. Offer 25% commission on collections.  - WATCH (5 secs)
  • Take photos during launch week (Oct 6-10). Document taster sessions/new clients.  - WATCH (5 secs)
  • Contact Cheryl (London Web Girl). Discuss website redesign project. Get timeline/quote.  - WATCH (5 secs)

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